Paul C Peios

My name is Paul Peios, I'm a licensed financial advisor in the Greater Toronto Area (GTA). I hold the Chartered Investment Manager (CIM®) designation and am currently in pursuit of the CFP® certification.

We're proud to be raising four beautiful daughters. Food is a passion of ours, we love expressing our culinary skills. I'm an aspiring grill master, enjoy golfing, espresso, winery/museum tours, and family adventures.

When it comes to your financial well-being, I believe in taking a holistic approach. We call it "human-centered complete wealth strategies" which is a design that focuses on the person. Managing money and striving to achieve financial goals are important, a foundational part of how we work together. The holistic approach is about understanding how your money and goals fit into your purpose. What motivates you? What are you trying to accomplish? Do you have peace of mind, or do you worry about something? What legacy will you leave behind? Will your loved ones preserve your legacy and adopt your value system? The holistic approach doesn't happen overnight and considers many generations into the future.

My belief is that family wealth is a reflection of past hard work, personal values, and financial priorities. Preserving and growing family wealth hinges on transferring your beliefs and values. If your annual investment reviews ignore the holistic approach, you may have outgrown your advisor. Consultations are confidential, complementary and free from any expectation that we'll work together in the future. The first step is to schedule a no obligation discovery meeting.

Discovery process:
• Current financial picture & your investment philosophy
• Financial goals to understand what's important to you
• Dreams, values, & the legacy you would like to leave behind
• Investment & insurance analysis, second opinion and analysis
• Corporation(s), a focus area of my practice which involves a more comprehensive discovery process

A personal approach to:
• Investments, RRSP, RRIF, TFSA, RESP, RDSP
• Insurance & protection planning
• Planning for & living in retirement
• Intergenerational, estate, and legacy considerations
• Succession & legacy planning strategies
• Business owner considerations

Thank you for taking the time to get to know me.

Paul Peios, CIM®
Cell (647) 901-8477
[email protected]